Strategic Wealth Partners’s Allstate ALL Stock Holding History

Strategic Wealth Partners’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145K	Hold	698	–	–	0.01%	346
2025 Q4	$145K	Buy	698 +152	+28%	+$31.1K	0.01%	359
2025 Q3	$117K	Sell	546 -245	-31%	-$49.4K	0.01%	416
2025 Q2	$159K	Buy	+791	New	+$158K	0.01%	344
2024 Q2	–	Sell	-1,501	Closed	-$260K	–	291
2024 Q1	$260K	Buy	+1,501	New	+$237K	0.03%	245
2019 Q4	–	Sell	-554	Closed	-$40.2K	–	148
2019 Q3	$40.2K	Hold	554	–	–	0.21%	93
2019 Q2	$56K	Buy	554 +370	+201%	+$36.2K	0.03%	221
2019 Q1	$17K	Hold	184	–	–	0.01%	395
2018 Q4	$15K	Hold	184	–	–	0.01%	395
2018 Q3	$18K	Hold	184	–	–	0.01%	360
2018 Q2	$17K	Buy	+184	New	+$17.5K	0.01%	430

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's ALL Position: Q1 2026 in Review

Strategic Wealth Partners held its Allstate (ALL) position steady in Q1 2026 at 698 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #346.

Strategic Wealth Partners first reported a position in ALL in Q2 2018 and has held it in 11 quarters since. The position peaked at $260K in Q1 2024. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Strategic Wealth Partners held 698 shares of Allstate worth $145K as of Q1 2026.
Strategic Wealth Partners left its Allstate share count unchanged in Q1 2026.
Allstate made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #346 holding.
Strategic Wealth Partners first reported a position in Allstate in Q2 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's Allstate position peaked at $260K in Q1 2024.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.